BGSIX vs. ^NDX

In the year-to-date period, BGSIX achieves a 2.26% return, which is significantly lower than ^NDX's 3.10% return. Over the past 10 years, BGSIX has outperformed ^NDX with an annualized return of 19.03%, while ^NDX has yielded a comparatively lower 17.08% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and NASDAQ 100 (^NDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BGSIX Sharpe Ratio is 0.56, which is comparable to the ^NDX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of BGSIX and ^NDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum BGSIX drawdown since its inception was -73.48%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for BGSIX and ^NDX.

BlackRock Technology Opportunities Institutional (BGSIX) and NASDAQ 100 (^NDX) have volatilities of 5.39% and 5.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.